34:05
Essential
•Daily Briefing
Banking Stress is Back Again
Volatility spiked and the market tumbled as earnings season continues, with First Republic Bank down more than 40%.
Featuring Maggie Lake and Andy Constan
Apr 25, 2023 • 34 minutes
Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his views on the global macro landscape, renewed fallout in the banking sector, and why it’s time to get reacquainted with the debt ceiling. You can find more of Andy’s work here: https://dampedspring.com
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
More EpisodesReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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